Prospecting
Prospecting is a contact sport, so this is where you learn how to fill the pipeline! Bring your helmet, shoulder pads, and prepare for close contact. Learn how to gather intelligence and acquire a target.
Subforums: One Card System, Life Solutions Leads

Selling
Closers wanted! This is where you learn how to get ink on paper. Until you master how to get a prospect to make a change from the status quo, you're just another failed planner. This is where one learns close combat skills.
Subforum: Promote Your Brand!

The Craft of Advice
Debate and discuss all facets of financial services, including compensation, career paths, practice management, the economy, and regulation. Politically Incorrect comments are not only allowed, they are encouraged!